Internal Sales Associate, Officer - State Street Investment Management

STATE STREET

Base: $55,000 - $88,750 annual; bonus/equity: ince...
Drive business with intermediary clients
Orchestrate a team selling process
Deliver excellent client service
You will be responsible for driving business with intermediary clients in the highest areas of concentrated wealth within a specific territory

Job Summary

  • You will be responsible for driving business with intermediary clients in the highest areas of concentrated wealth within a specific territory.
  • You will collaborate closely with multiple Regional Consultants to help drive adoption of our investment solutions and increase market share within their territories.
  • Employees are eligible to participate in State Street’s comprehensive benefits program, which includes our retirement savings plan (401K) with company match; insurance coverage; and paid-time off.

Matching Summary

You will be responsible for driving business with intermediary clients in the highest areas of concentrated wealth within a specific territory.

Salary

Base: $55,000 - $88,750 Annual; Bonus/Equity: incentive compensation including eligibility for annual performance-based awards; Benefits: comprehensive benefits program

Skills & Requirements

Must-have

  • Drive business with intermediary clients
  • Orchestrate a team selling process
  • Deliver excellent client service
  • Superior oral and written communication skills

Nice-to-have

  • Intellectual curiosity and genuine interest
  • Progress towards CIMA, CFA, CFP, MBA
  • Existing relationships within intermediary channel

Key Requirements

  • Series 7 and 63 required
  • Bachelor’s degree
  • 2-4 years financial services experience
  • Familiarity of investment products and services

Work Rights

Not specified

Tailored Resume

Cover Letter